This goes back to the most recent episode of Rooted in Revenue. It also goes with the previous two pages:
https://susanfinch.com/domain-email-website-evaluation-your-brand/
and
https://susanfinch.com/why-branded-email-matters-quick-reminder/

From the episode with Lany, here’s the checklist for you to take action:

Step-by-Step Action Plan to Implement Your Branded Email:

1. Evaluate your current email situation.
   • Are you or your team using Gmail, Yahoo, MSN, etc.?
   • Is your email domain aligned with your website?
2. Choose your platform:
   • Google Workspace (best if your team uses Macs or Google tools)
   • Microsoft 365 (best for PC-heavy teams or Microsoft Office users)
3. Purchase your domain if you haven’t yet.
   • Set up DNS records (SPF, DKIM, DMARC).
   • Use Cloudflare for DNS management (recommended).
4. Create branded email addresses for all team members.
   • Format: firstname@yourdomain.com or role-based (e.g., sales@yourdomain.com)
5. Set clear onboarding rules:
   • Require use of company email for all tools and logins.
   • Create a secure password policy.
   • Share credentials using secure tools (e.g., LastPass for Teams).
6. Establish offboarding protocols:
   • Transfer ownership of emails and shared content.
   • Redirect ex-employee email to an alias (e.g., offboarding@yourdomain.com).
   • Revoke tool access immediately.
7. Document everything:
   • Create a shared guide with initial setup instructions and company email policy.
   • Have new hires sign off that they’ve read and understand the requirements.